eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

FMG

AUGUST 23, 2022

Maybe you don’t have enough time or you might not be confident enough to start…whatever the reason may be, this podcast with Matt Halloran and Meg Bartlet CFP®, MS , founder and lead planner at Flow Financial Planning, LLC is for you! Book a Demo to Find Out More. Well, struggle no more.

Clients 52

Clients Financial Advisor CFP Planning 52

Sara Grillo

APRIL 28, 2023

About the Speakers Andy Panko, CFP A flat fee advisor who grew from $0 in revenue to closing his practice to new clients in under two years, he did it through the power of logic and service to the client. Founder of Tenon Financial and the Retirement Planning Education Facebook group, which has over 40,000 members.

CFP 52

CFP Taxes Sales Financial Advisor 52